Talent.com
Guardian Life Insurance
Broker Dealer Operations Specialist, Alternative InvestmentsGuardian Life Insurance • Bethlehem, PA, United States
Broker Dealer Operations Specialist, Alternative Investments

Broker Dealer Operations Specialist, Alternative Investments

Guardian Life Insurance • Bethlehem, PA, United States
30+ days ago
Salary
$59,110.00 yearly
Job type
  • Full-time
Job description

Broker Dealer Operations Specialist

The Broker Dealer Operations Specialist plays a central role in delivering world-class customer and transaction servicing for alternative investment products. The role supports end-to-end operations from onboarding through transactions, reconciliation, and servicing requests.

You are

  • A consummate professional with excellent verbal and written communication skills
  • Self-motivated and goal-oriented
  • Patient, empathetic, diligent, and able to work independently in a team environment

You will

  • Serve as the SME and primary contact for Alternative Investments operational inquiries and daily processing.
  • Develop an in-depth understanding of iCapital platform interfaces and order entry within NetX360 to enable seamless fund launches, recurring client activities, and overall book health.
  • Execute operations deliverables on recurring platforms; manage daily workflows and queues to meet service levels with a client-first approach.
  • Assist in systems testing and create training materials for field and home office teams.
  • Deliver quality assistance to clients and internal partners; triage, prioritize, and categorize requests for efficient resolution.
  • Work with internal teams to escalate and resolve high-priority issues quickly.
  • Enhance and maintain product documentation and internal resources to support platform users.
  • Establish efficient workflow processes between Park Avenue Securities and fund administrators.

You have

  • 2+ years of brokerage operations experience.
  • Experience with Alternative Investments and knowledge of Private Equity, Private Credit, Exchange Funds, and Hedge Funds.
  • Experience with Alternative Investment platforms such as iCapital and custodial systems such as Pershing.
  • Detail-oriented, able to work effectively with minimal supervision; strong problem-solving skills.
  • Ability to prioritize in a fast-paced environment with multiple deadlines and processes.
  • Strong verbal and written communication skills, including the ability to explain complex processes.

Preferred Qualifications

  • FINRA Securities license (Series 7 or Series 6).
  • Strong working knowledge of subscription, redemption, conversion, and transfer processing.
  • Experience in the managed account space, specifically Envestnet and/or Orion.
  • Bachelor's degree.

Location

  • Close proximity to a Guardian Hub- Bethlehem, PA or NYC (Hudson Yards) preferred.
  • Hybrid Role - 3 Days in office

Salary Range:

$59,110.00 - $88,660.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Create a job alert for this search

Broker Dealer Operations Specialist, Alternative Investments • Bethlehem, PA, United States

Similar jobs

Sr. Director, Cyber Defense

PfizerCollegeville, PA, United States
Full-time

Our Cyber Defense team is the frontline of Pfizer's cybersecurity operations, responsible for detecting, investigating, and responding to threats that could impact the confidentiality, integrity, a... Show more

 • Promoted

Credit and Collections Manager

Minerals TechnologiesBethlehem, PA, United States
Full-time

The Credit & Collection Manager under minimal supervision, is responsible for leading Americas C&C team.The Credit & Collections Manager is responsible for Business Unit Accounts Receivable ledgers... Show more

 • Promoted

Division Manager

Sciens Building SolutionsPerkiomenville, PA, United States
Full-time

Sciens Building Solutions is seeking a Division Manager who is a positive change agent and can drive high customer satisfaction, while leading a Division team, along with a back-office staff to sup... Show more

 • Promoted

Director Sales

Jade GlobalNorth Wales, PA, United States
Full-time

Vertical Sales Ownership & Growth.Own bookings, revenue targets, and pipeline development for the Healthcare & Life Sciences vertical.Build and maintain 35x qualified pipeline aligned to growth obj... Show more

 • Promoted

Teller Retail Banker

Woodforest BankMount Pocono, PA, United States
Full-time

Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Wood... Show more

 • Promoted

Director Environmental Compliance

GAFWind Gap, PA, United States
Full-time +1

At GAF, we cover more than buildings.No matter what role, tenure, or track, under this roof you are empowered to be there for your teammates, your customers, and especially your community.Under thi... Show more

 • Promoted

Director, Business Development - Development, East Coast (Remote)

EvotecWest Point, PA, United States
Remote
Full-time

The Director Business Development to be responsible for driving new business growth and expanding existing client relationships for Drug Discovery & Pre-Clinical Development services.This role mana... Show more

 • Promoted

Broker Dealer Operations Specialist, Alternative Investments

Guardian Life InsuranceBethlehem, PA, United States
Full-time

Broker Dealer Operations Specialist.The Broker Dealer Operations Specialist plays a central role in delivering world-class customer and transaction servicing for alternative investment products.The... Show more

 • Promoted

Director of Distribution & Operations

UlineQuakertown, PA, United States
Full-time

Director of Distribution & Operations.Pay from $260,000 to $350,000 per year.Morning Call's Top Large Employer of 2026!.Are you a hands-on warehouse leader who enjoys coaching employees, solving pr... Show more

 • Promoted

Relationship Banker - PA North Market

Bank of America CorporationNorth Wales, PA, United States
Full-time

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delive... Show more

 • Promoted

Relationship Banker - The Poconos/Monroe County PA

Wells FargoBrodheadsville, PA, United States
Temporary

Why Wells Fargo: Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communi... Show more

 • Promoted

Operations Manager

CVS HealthPocono Summit, PA, United States
Full-time

We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience.At CVS Health, you'll be surrounded by passionate colleagues who ... Show more

 • Promoted

Director of Donor Relations & Stewardship

Ursinus CollegeCollegeville, PA, United States
Full-time

Director of Donor Relations and Stewardship.Reporting to the Associate Vice President for Advancement, the Director of Donor Relations & Stewardship leads the College's efforts to cultivate meaning... Show more

 • Promoted

Broker-Dealer Operations Specialist

Guardian Life Ins. Co. of AmericaBethlehem, PA, United States
Full-time

Broker Dealer Operations SpecialistThe Broker Dealer Operations Specialist will serve as a subject matter expert on all aspects of our Client Onboarding, Account Maintenance, Third Party Data Recon... Show more

 • Promoted

Manager, Corporate Financial Reporting and Consolidations

Globus MedicalCollegeville, PA, United States
Full-time

Manager, Corporate Financial Reporting And Consolidations.At Globus Medical, we move with a sense of urgency to deliver innovations that improve the quality of life of patients with musculoskeletal... Show more

 • Promoted

FT Interim CFO/Community Banking/Allentown PA/Needed ASAP

Charles River CFOAllentown, PA, United States
Full-time +2

CRCFO) has an immediate need for a seasoned Interim FT CFO leader with deep community banking experience.This engagement will be up to a year and has the potential to become permanent.The requireme... Show more

 • Promoted

Client Solutions Manager

Slice Merchant ServicesHarleysville, PA, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Show more

 • Promoted

Field Inspector 1099 Contractor

Seek NowStroudsburg, PA, United States
Full-time

Our Company: Established in 2012, Seek Now captures robust property data to meet the needs of customers across the insurance and real estate industries.With more than 2 million property inspection... Show more

 • Promoted

Director, Operations

Secant GroupQuakertown, PA, United States
Full-time

The Director, Operations provides strategic and operational leadership for all manufacturing-related functions for the Pennsylvania based MedTech business unit, Secant Group, part of the Solesis fa... Show more

 • Promoted

Director, Operations

Sangamo Therapeutics, Inc.Quakertown, PA, United States
Full-time

The Director, Operations provides strategic and operational leadership for all manufacturing-related functions for the Pennsylvania based MedTech business unit, Secant Group, part of the Solesis fa... Show more